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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $704,246 | $208,088+238.4% | $186,193+278.2% | $154,746+355.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.04% | 89.97%-72.9pp | 78.03%-61.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $27,404 | $4,340+531.4% | $3,918+599.4% | $4,379+525.8% |
| Participant deferral / active EE | $21,500 | $7,078+203.8% | $6,513+230.1% | $6,730+219.4% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |